James Cantrell

CFP®

Financial Strategies Inc.

Financial Advisor

James Cantrell

CFP®

Financial Strategies Inc.

Financial Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - James Cantrell, CFP®

(262) 821-1664

    Fee-Only Financial Advisor serving the Brookfield, WI area.

    James Cantrell is a Brookfield, WI fee-only financial planner. Financial Strategies Inc. provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, James Cantrell is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
    Jim Cantrell, CFP® is the founder and owner of Financial Strategies, Inc.  Jim has earned the designation of NAPFA Registered Financial Advisor and is currently a NAPFA board member.  He has also attained the designation of Certified Financial Planner (CFP®) professional, is a Registered Investment Advisor Representative, and has over 20 years of experience in financial planning and investment advising.

    Jim and his wife Lynn have two daughters.  In his leisure time, he enjoys jogging, canoeing, and wilderness camping.  Jim is also very active in his church.

    James Cantrell is a Member of the National Association of Personal Financial Advisors

    The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

    NAPFA members live by three important values:

    • To be the beacon for independent, objective financial advice for individuals and families.
    • To be the champion of financial services delivered in the public interest.
    • To be the standard bearer for the emerging profession of financial planning
    Financial Strategies, Inc. is a Fee-Only, wealth advisory firm, primarily focusing on successful executives, retirees and their families, helping them make good financial stewardship decisions so they can spend more time doing what they love.

    We do this by acting as their personal wealth advisor.  Using a consultative process, we spend the time to discover their financial situation, goals, challenges, and values, and then we design solutions to help them achieve financial success.

    Our mission is to provide sound, practical, advanced financial planning integrated with structured, disciplined investment management services. 

    We conduct our business with the highest ethical standards and uncompromising integrity in order to develop long-term relationships.  


    Our clients are our central focus.  We treat them with honesty, respect, fairness, and appreciation at all times. 

    Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

    Specialties

    • Comprehensive Financial Planning
    • Retirement Income Planning
    • Investment Management
    • College Education Planning
    • Tax Planning

    Ideal Clients

    • Retirees and Near Retirees
    • Growing Families
    • Business Owners and Executives
    • Sudden Money Situations
    • Novice Investors

    Working Together

    • In-Office Meetings
    • Virtual Meetings
    • Clearly Defined Fees
    • No Product Sales
    • Complimentary Initial Consultation

    Professional Designations & Affiliations

    Contact James Cantrell

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    Office Locations:

    • 13555 Bishops Court
      Suite 340
      Brookfield, WI 53005

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